Method Community

I want to add a customer attribute called "IsDormant" to represent current customers that are classified as dormant. Here's the problem: The Customer List screen is based on the Contacts table The Customer Edit screen is based on the Customer table Which table to I add the "IsDormant" field to? Both? If both, is one ...

The same thing is happening when using the "New Activity" link when launching the pop-up from a row in the Contacts tab/grid of a Customer page.

We're encountering issues when creating subaccounts. A user is able to create one, but after that, the process no longer works. Pressing the button results in our custom new account screen popping up, but it's blank and hangs. None of the fields end up showing. Logging out and logging back in seems to help, but only for another single ...

And I forgot to say - the ItemReceipt table in Method is empty.

Of course - wrong grid. How stuipd of me... While I'm here I have another question: Yesterday I tested receiving an item and it showed up in QB and in the sidebar grid on the Receive Items screen. But none of the historical (real) received item entries that were received in QB are showing up in the sidebar grid. Should they not sync ...

I'd like some further clarification here, as there's also an ItemReceiptLineItem table. Each shipment that the company receives contains multiple products, with different batch numbers and expiry dates. When a shipment is received, items and quantities are entered in the sub-table in the "receive inventory" screens in ...

Is there a simple, efficient way to keep track of batch numbers and expiry dates for received inventory in Method? We don't use advanced inventory in QuickBooks. I assume this would involve the "Item Receipt" screen? However, when I view the method stock screen I don't see any history of received items? I would have thought ...

Thank you very much!

I searched the forum but (surprisingly) couldn't find anything on this issue. Anyway, how do I apply a company logo and specifically formatted text to an email signature? Is that possible?

Nope - this is the only instance of that name in the entire entity table.